My longtime advisor has an office about five miles away, which is not far at all. I probably wouldn’t go further than 15 miles away. There are enough people wanting to give you advice–you shouldn’t have to go far to get to one. My advisor and I are old pals, so we usually meet at a restaurant halfway between. That way no one has to go too far. It’s more fun that way and he always picks up the check!
-Frank, 72, Metairie, La.
I guess that depends on what kind of advisor they are. We used an advisor from our bank for years, and I always had to go to there to meet him, which was fine because he was only a mile or so away. I would have to say that I probably wouldn’t travel as far as 10 miles to see someone. If there was someone I needed to see who was that far away, I would expect them to offer to come and see me at my home.
-Sam, 83, Phoenix